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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,433 | $28,624+198.5% | $53,647+59.3% | $82,637+3.4% |
| Participation rate | 53.6% | 47.3%+6.4pp | 56.3%-2.7pp | 68.1%-14.4pp |
| Annual return | 12.67% | 664.98%-652.3pp | 358.33%-345.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,360 | $637+113.6% | $962+41.3% | $2,552-46.7% |
| Participant deferral / active EE | $3,132 | $1,196+161.8% | $1,813+72.7% | $4,126-24.1% |
| Admin fee / account holder | $14,799 | $2,022+632.0% | $2,460+501.6% | $7,339+101.6% |